Savvly Advisor, Llc
- Regulatory AUM
- $75.2K
- Discretionary
- $75.2K
- Clients
- 2
- Avg AUM / client
- $37.6K
- Accounts
- 2
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $75.2K | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $75.2K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Savvly Investment Fund 2, L.P. | Hedge Fund | Delaware | $63.0K | 5 |
| Savvly Investment Fund 1, L.P. | Hedge Fund | Delaware | $12.2K | 1 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dario Fusato | Ceo | Mar 2022 (4y) | ≈ 18.75% – 50% via Savvly Inc | |
| Derossi, Antonio, Nmn | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Hilla Hascalovici | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Savvly Inc | Parent Company | Mar 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dario Fusato: 25% – 50% of Savvly Inc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $75.2K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Savvly Investment Fund 2, L.P. | Hedge Fund | $63.0K | $100 | 5 |
| Savvly Investment Fund 1, L.P. | Hedge Fund | $12.2K | $50.0K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/06/2024 | 1.32 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 06, 2024.
View current Form ADV (SEC/IAPD) ↗